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Platform innovation: Terry Huddart on Quilter's CashHub

Technology

Platform innovation: Terry Huddart on Quilter's CashHub

CashHub has a broad range of cash savings products

clock 10 December 2024 • 5 min read
More than a third of advisers have not mentioned Consumer Duty to clients

Your profession

More than a third of advisers have not mentioned Consumer Duty to clients

Only about a quarter of advisers have mentioned the regulation to clients

clock 20 November 2024 • 2 min read
Investment performance 'far from most important thing' in advice

Your profession

Investment performance 'far from most important thing' in advice

Investment performance has an impact but not most critical factor in advice

clock 19 November 2024 • 1 min read
PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

Your Business

PFS Conference 2024: Increasing margin must not drive advisers to operate own platforms

Relatively limited upside in face of significantly increased risks

clock 13 November 2024 • 3 min read
'I'll sit in the trenches with you': Smaller IFA firms on client trust

Your profession

'I'll sit in the trenches with you': Smaller IFA firms on client trust

‘Clients will suffer from consolidation at some point’

clock 08 October 2024 • 6 min read
Pre-Budget pension tax speculation 'damaging' client outcomes

Pensions

Pre-Budget pension tax speculation 'damaging' client outcomes

Conjecture driving savers to withdraw ‘excessive funds’

clock 07 October 2024 • 3 min read
'Double default' AE savers represent massive advice opportunity

Pensions

'Double default' AE savers represent massive advice opportunity

AE a success but ‘more needs to be done’ to help with complex decisions

clock 03 October 2024 • 2 min read
Three in ten write off financial advice due to cost concerns

Your profession

Three in ten write off financial advice due to cost concerns

Other barriers include uncertainty and trust worries

clock 04 July 2024 • 1 min read
Consumer Duty threatens to widen advice gap by 1.5 million

Your profession

Consumer Duty threatens to widen advice gap by 1.5 million

Advisers could already have cut 600,000 clients loose, findings suggest

clock 04 July 2024 • 2 min read
Advisers say regulators and government must lead on advice gap

Your profession

Advisers say regulators and government must lead on advice gap

Findings that a ‘clear consensus’ that responsibility lies at the top

clock 03 July 2024 • 1 min read
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